Measured Wealth Private Client Group’s MGIC Investment MTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Sell	12,411 -46,573	-79%	-$1.24M	0.09%	133
2025 Q4	$1.72M	Sell	58,984 -1,157	-2%	-$32.5K	0.46%	34
2025 Q3	$1.71M	Sell	60,141 -1,748	-3%	-$47.6K	0.46%	28
2025 Q2	$1.72M	Buy	61,889 +1,674	+3%	+$43.1K	0.52%	28
2025 Q1	$1.49M	Buy	60,215 +2,323	+4%	+$56.3K	0.48%	29
2024 Q4	$1.37M	Sell	57,892 -1,911	-3%	-$47.7K	0.44%	31
2024 Q3	$1.53M	Sell	59,803 -2,582	-4%	-$62.2K	0.51%	25
2024 Q2	$1.34M	Buy	62,385 +1,877	+3%	+$38.9K	0.47%	25
2024 Q1	$1.35M	Buy	60,508 +1,837	+3%	+$36.6K	0.47%	26
2023 Q4	$1.13M	Buy	58,671 +2,954	+5%	+$52.3K	0.42%	32
2023 Q3	$930K	Buy	55,717 +2,012	+4%	+$34.2K	0.37%	38
2023 Q2	$848K	Buy	53,705 +11,650	+28%	+$173K	0.32%	40
2023 Q1	$564K	Buy	42,055 +24,782	+143%	+$334K	0.22%	69
2022 Q4	$225K	Buy	17,273 +2,789	+19%	+$36.7K	0.09%	151
2022 Q3	$186K	Buy	+14,484	New	+$203K	0.08%	146